IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.77B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,485
New
Increased
Reduced
Closed

Top Sells

1 +$22M
2 +$9.56M
3 +$9.42M
4
IYR icon
iShares US Real Estate ETF
IYR
+$8.83M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.83M

Sector Composition

1 Technology 9.7%
2 Financials 4.28%
3 Consumer Discretionary 3.64%
4 Healthcare 3.3%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$16.4K ﹤0.01%
228
+207
2227
$16.4K ﹤0.01%
516
2228
$16.4K ﹤0.01%
2,369
2229
$16.3K ﹤0.01%
112
+58
2230
$16.3K ﹤0.01%
186
+161
2231
$16.3K ﹤0.01%
1,360
2232
$16.3K ﹤0.01%
650
2233
$16.2K ﹤0.01%
1,000
2234
$16.2K ﹤0.01%
224
-12
2235
$16.1K ﹤0.01%
217
2236
$16.1K ﹤0.01%
851
2237
$16.1K ﹤0.01%
336
2238
$16K ﹤0.01%
615
2239
$15.9K ﹤0.01%
+300
2240
$15.8K ﹤0.01%
53
-4
2241
$15.8K ﹤0.01%
190
+99
2242
$15.8K ﹤0.01%
140
-41
2243
$15.7K ﹤0.01%
619
+35
2244
$15.6K ﹤0.01%
410
-3,727
2245
$15.6K ﹤0.01%
+450
2246
$15.6K ﹤0.01%
379
-257
2247
$15.5K ﹤0.01%
346
-418
2248
$15.5K ﹤0.01%
198
+26
2249
$15.5K ﹤0.01%
155
+40
2250
$15.5K ﹤0.01%
774
-241